sternalot (@sternalot) header
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Trying to improve my noise-to-signal ratio

Stamford, CT
Joined October 2011
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Still can't get over SKX management laughing in face of downgrading analyst at 2014/15(?) conference
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Earnest data suggests that only @Allegiant has seen direct consumer bookings return to 2019 levels. All other airlines remain below comparable 2019 levels. $ALGT $SAVE $JBLU $DAL $LUV $UAL
How has the #CornavirusOutbreak impacted consumer spend across airlines, cruise lines, restaurants, food delivery, and more? See our just-published report: earnestresearch.com/insights… #EarnestInsights #COVID2019 #Coronavirus
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Will be interesting to see how much this accelerates through end of February and early March.
We looked at airport foot traffic at major US hubs through 2/26. Unsurprisingly, traffic is not growing, with declines at LAX accelerating. Stay tuned for our full #coronavirus impact report out next week. #EarnestInsights
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Buy rocks.
Producing a ton of cement requires 4.7 million BTU of energy, equivalent to about 400 pounds of coal, and generates nearly a ton of CO2 blogs.ei.columbia.edu/2012/0…
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We stand together. #StrongerThanHate
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We call it “Kid With Crayons” xitter.cf/nourison/status/951586…
One of our new rug designs from the Twilight Collection (TWI25) - subtle iridescence contrasts with bold modern colors at Space 1L1,2 @AmericasMartATL #atlmkt bit.ly/2EwQNI0
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A different kind of tax discussion.
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The case for going long miners?
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Where are we in the housing cycle today? See our analysis market by market: hubs.ly/H09w0Kd0
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Kind of interesting. I would have thought that closing times would have at least partially offset this? xitter.cf/PacUnion/status/936048…
What is the new norm for the amount of time it could take to get an offer for a #RealEstate listing? John Burns @JBREC explains how technology has changed radically this concept. #RealEstateVision
Something for the bulls. xitter.cf/foratv/status/93604080…
John Burns @JBREC describes the 50 largest #realestate markets across the country at @PacUnion Real Estate Economic Forecast #RealEstateVision
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What is the soonest an IPO can price after filing S-1? Looking at StitchFix in particular. Thanks in advance.
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Using this account just to tell the world that I am buying a @casper dog bed. Hoping this revives @crossdefault.
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Who are the must follow consumer-focused fintwits?
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Perfect nightcap from reddit.
Though even Stephen is totally exempt from questioning. Lowered numbers, but raised his PT.